Financial Adviser
· SHEPPARTON, VIC
Kathryn Mary Haas
No disciplinary history on record with ASIC
SHEPPARTON,
VIC
21
Years experience
Tax advice
authorised
authorised
ASIC Registered · ADV 000285505
About Kathryn Mary Haas
Kathryn Mary Haas is a financial adviser based in Shepparton, Victoria, with 21 years of experience in the financial services industry since 2005. Kathryn is currently authorised under Asvw Financial Services. Kathryn holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Kathryn's qualifications include a Diploma of Financial Planning from FPA.
Authorised to Advise On
Tax Financial Advice
Superannuation
Life Insurance
Life Insurance Investments
Managed Investments
Securities
Deposit Products
Government Bonds
Margin Lending
Authorised to provide tax financial advice services
Qualifications and Training
2002
Diploma of Financial Planning
FPA
2005
Self Managed Superannuation Funds
Tribeca
2011
Margin Lending
MLC
2018
Accredited Listed Product Adviser Program
Kaplan Professional